CPAKnowledge answers accounting, IRS, and client tax questions from a private, vetted corpus with an inline citation behind every claim. When the corpus doesn’t cover something, it tells you plainly.
No. For tax years 2018 through 2025, the Tax Cuts and Jobs Act (TCJA) suspended unreimbursed employee expense deductions for W-2 workers [1]. However, self-employed individuals reporting business income on Schedule C remain fully eligible [2].
Grounded Citation Sources (2)
Pose a real accounting or tax question, the way you would to a colleague.
We search a private, curated corpus and pass only the most relevant passages to the model.
Every claim is cited inline. If the corpus is silent, the answer says so instead of guessing.
The reason CPAs can trust this with client work: the knowledge base never leaves your own infrastructure, and your customers only ever see answers.
Self-hosted embeddings
Your corpus is embedded by a model you run. It is never sent to a third-party AI.
Your database, your control
Documents stay in your own Postgres. They never leave your infrastructure.
Answers, not documents
Customers receive cited answers. The underlying source files are never exposed.
How practices use a private, cited assistant day to day.
Small firm · 4 staff
Staff ask the corpus before they ask a partner. Answers carry citations, so review time drops and junior work ships with sources attached. The compliance board keeps every entity's filings on one screen.
Review cycles cut roughly in half
Solo practitioner
Clients drop documents through the portal link, figures extract themselves, books sync categorized. The tax-prep brief pulls it all together with the client's own numbers next to the law.
Prep checklist in minutes, not evenings
Illustrative scenarios; imagery is generated.
Cited answers, client files, books, and deadlines, in one place that never shares your data.
Start free, 10 questionsKick the tires.
For working CPAs.
For firms and teams.
No credit card to start. Informational only, not a substitute for professional judgment.
